Client Allocations

How to Enter Shift Status Notes

Allocations staff are able to enter relevant notes against any shift in the Allocations screen.

Notes entered in the Shift Status notes area will always be visible to all Allocations staff and will always remain with the shift so they can be viewed at any stage in the future.

To enter shift status notes, you need to lock the shift by clicking on the shift, enter in your notes in the text box then to save click “Note”